Tag: Using Shape

Using Local Presence in Shape Software

Phone Settings Before configuring your user profile phone settings, please be sure that you’ve successfully enabled your phone integration, purchased a phone number, verified caller

Call Monitoring – Heads Up Display

What is Call Monitoring Display in Shape? Call monitoring is the process of listening in on employee calls for the purpose of improving communication and

Manage Call Outcomes in Shape Software

How are Call Outcomes Utilized in Shape? Call Outcomes are statuses used to disposition a call once completed. Set your calls as “Bad Number” “Interested”

Using the Web Phone in Shape Software

Note: Before being able to use the phone, please be sure that you’ve successfully enabled your phone integration, purchased a phone number, verified caller ID

Using Outbound Webhooks from Shape

How to Utilize Outbound Webhooks from Shape A webhook is a way for an app to provide other applications with real-time information. A webhook delivers

How to Connect Verse.io to Shape

Connecting Verse.io to Shape Software Shape CRM integrates directly with Verse.io to turn your new leads into sales ready opportunities through immediate AI-Driven and Human-Powered

Using a Call Queue

How to Utilize a Call Queue in Shape. A call queue allows you to call down a list of records, back-to-back, in order. You can

Exporting in Shape Software

How to Export Records from Shape Lead and contact information is vital to your business. You may find yourself wanting to preserve that information. Shape

Searching Records in Shape

How do you Search for Records in Shape? If you’re new to Shape, you may be wondering where to find certain customers. You can search

Shape Software Google Maps Integration

Shape Software + Google Maps Shape’s address field are connected with Google Maps for predictive and auto-fill address fields. Additionally, view addresses via Google Maps

didn't find what you are looking for?

search again

Get more done with Shape!

Consolidate all of your work into one place.

Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211

Follow Us